Four companies that are getting hammered in the stock market after releasing growth projections that missed expectations; it’s not clear that all of them will come back.
Ben Thompson
The First Post-iPhone Keynote, More on Antitrust and Tech, Developers Sue Apple
Why a better name for Apple’s Audacity was “The First Post-iPhone Keynote”; then, why a broad focus on tech by antitrust authorities is good for Google, and the implications of the Supreme Court getting *Pepper* wrong.
The First Post-iPhone Keynote
This year’s WWDC presented an Apple that was finally ready to move past the iPhone.
U.S. Department of Justice Preparing Investigation of Google?; The DoJ, Google, and Politics; The Antitrust Indicator
Google is potentially facing antitrust action in the U.S., and both Democrats and Republicans appear to be on board. Then, why antitrust action, even if justified, is usually an indicator of decline, not a cause.
Apple Defends App Store, Apple’s App Store Motivations
Apple defends the App Store, with has genuine benefits, rather unconvincingly. Then, an illuminating interview about Apple’s App Store motivations.
AMD Launches 7nm Chips, Sony Partners with Microsoft, Apple and AWS
AMD leapfrogs Intel thanks to modularity, Sony partners with Microsoft thanks to scale, and Apple balances both.
Airbnb Eliminates Guest Fees, Airbnb’s Initial Advantage, Airbnb’s Delay
Airbnb is eliminating fees for guests, a change that is both overdue and also additional evidence that the company has been moving too slowly to secure its Aggregator position.
Exponent Podcast: An Intra-west Debate
On Exponent, the weekly podcast I host with James Allworth, we discuss China, Leverage, and Values. Listen to it here.
The Problem with “Aggregation Theory”, Demand at Scale, Supplier Power and Value
A response to The Problem with Ben Thompson’s ‘Aggregation Theory’, and why the Internet really is different (this Daily Update is freely accessible)
Huawei Loses ARM, More on Values (and Facebook), Qualcomm Loses to FTC
Huawei loses its partnership with ARM, then why the question of values was a criticism of the U.S. too (and Facebook’s arguments against regulation). Plus, the FTC wins against Qualcomm